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Investment Advisory Services Group LLC: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Advisory Services Group LLC on FBND, newest first. How the timeline and the estimate are built.

Investment Advisory Services Group LLC held 503,662 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 503,662 shares
    Change vs previous 13F +58,596 shares

    16.77% of the 13F portfolio, value $22,911,582.

    13F-HR 0002099157-26-000004 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 445,066 shares
    Change vs previous 13F +22,048 shares

    17.66% of the 13F portfolio, value $20,303,897.

    13F-HR 0002099157-26-000003 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 423,018 shares
    Change vs previous 13F not available

    17.29% of the 13F portfolio, value $19,475,736.

    13F-HR 0002099157-26-000002 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).